Filed: 5/15/2026ACC: 0000919574-26-003176
📋 What this filing means
TWIN LIONS MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $165.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$165.48M
Total AUM (reported)
2.43M
Total Shares
Allocation by class
COM$119.09M72.0%
COM CL A$28.85M17.4%
COM NEW$17.54M10.6%
Portfolio Concentration
Top 3$92.27M55.8%
4–10$73.20M44.2%
Top 3 weight
55.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.43M
Sole
Full voting authority
2.43M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
CREDIT ACCEP CORP MICH
SOLEShares97.19K
TypeSH
Market value$41.16M
24.87%
Sole
97.19K
Shared
0.00
None
0.00
MALIBU BOATS INC
SOLEShares1.11M
TypeSH
Market value$28.85M
17.44%
Sole
1.11M
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
SOLEShares485.16K
TypeSH
Market value$22.26M
13.45%
Sole
485.16K
Shared
0.00
None
0.00
SEABOARD CORP DEL
SOLEShares3.16K
TypeSH
Market value$17.88M
10.80%
Sole
3.16K
Shared
0.00
None
0.00
CAL MAINE FOODS INC
SOLEShares221.54K
TypeSH
Market value$17.54M
10.60%
Sole
221.54K
Shared
0.00
None
0.00
BANK7 CORP
SOLEShares323.36K
TypeSH
Market value$12.90M
7.79%
Sole
323.36K
Shared
0.00
None
0.00
DOLLAR GEN CORP
SOLEShares93.81K
TypeSH
Market value$11.14M
6.73%
Sole
93.81K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.82K
TypeSH
Market value$7.66M
4.63%
Sole
1.82K
Shared
0.00
None
0.00
SYNCHRONY FINANCIAL
SOLEShares83.96K
TypeSH
Market value$5.71M
3.45%
Sole
83.96K
Shared
0.00
None
0.00
PATRICK INDS INC
SOLEShares3.45K
TypeSH
Market value$383.3K
0.23%
Sole
3.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 97.19K | SH | $41.16M 24.87% | 97.19K | 0.00 | 0.00 |
MALIBU BOATS INCSOLE | COM CL A | 1.11M | SH | $28.85M 17.44% | 1.11M | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKSOLE | COM | 485.16K | SH | $22.26M 13.45% | 485.16K | 0.00 | 0.00 |
SEABOARD CORP DELSOLE | COM | 3.16K | SH | $17.88M 10.80% | 3.16K | 0.00 | 0.00 |
CAL MAINE FOODS INCSOLE | COM NEW | 221.54K | SH | $17.54M 10.60% | 221.54K | 0.00 | 0.00 |
BANK7 CORPSOLE | COM | 323.36K | SH | $12.90M 7.79% | 323.36K | 0.00 | 0.00 |
DOLLAR GEN CORPSOLE | COM | 93.81K | SH | $11.14M 6.73% | 93.81K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.82K | SH | $7.66M 4.63% | 1.82K | 0.00 | 0.00 |
SYNCHRONY FINANCIALSOLE | COM | 83.96K | SH | $5.71M 3.45% | 83.96K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 3.45K | SH | $383.3K 0.23% | 3.45K | 0.00 | 0.00 |